# ![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::990770740055199744.png) @TeddyGambino Teddy “Trican-Jesus” Gambino

Teddy “Trican-Jesus” Gambino posts on X about bitcoin, $tcw, ai, debt the most. They currently have [---------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::990770740055199744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:interactions.svg)

- [--] Week [---------] +2,334%
- [--] Month [---------] +733%
- [--] Months [---------] +174%
- [--] Year [---------] +339%

### Mentions: [--] [#](/creator/twitter::990770740055199744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:posts_active.svg)

- [--] Week [---] -7.60%
- [--] Month [---] -42%
- [--] Months [-----] +116%
- [--] Year [-----] +135%

### Followers: [---------] [#](/creator/twitter::990770740055199744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:followers.svg)

- [--] Week [-----] +0.20%
- [--] Month [-----] +1.50%
- [--] Months [-----] +10%
- [--] Year [-----] +30%

### CreatorRank: [-------] [#](/creator/twitter::990770740055199744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.49% [stocks](/list/stocks)  23.5% [cryptocurrencies](/list/cryptocurrencies)  16.59% [technology brands](/list/technology-brands)  4.61% [currencies](/list/currencies)  2.3% [countries](/list/countries)  2.3% [automotive brands](/list/automotive-brands)  1.38% [financial services](/list/financial-services)  1.38% [exchanges](/list/exchanges)  1.38% [travel destinations](/list/travel-destinations)  0.46%

**Social topic influence**
[bitcoin](/topic/bitcoin) #3283, [$tcw](/topic/$tcw) #1, [ai](/topic/ai) 6.45%, [debt](/topic/debt) #1139, [crypto](/topic/crypto) #5151, [$60k](/topic/$60k) #52, [$mtdr](/topic/$mtdr) #7, [data](/topic/data) 3.23%, [$orcl](/topic/$orcl) 2.76%, [oil](/topic/oil) #2861

**Top accounts mentioned or mentioned by**
[@rytetz29](/creator/undefined) [@booger42069](/creator/undefined) [@energypeddler](/creator/undefined) [@ipswichtown](/creator/undefined) [@john_s_pierce](/creator/undefined) [@ipswich_town](/creator/undefined) [@gringoinvesting](/creator/undefined) [@icbarrett](/creator/undefined) [@bdepardell](/creator/undefined) [@variantviewx](/creator/undefined) [@reignots](/creator/undefined) [@rockbtmentries](/creator/undefined) [@jack_mcclendon](/creator/undefined) [@chigrl](/creator/undefined) [@oiledamerican2](/creator/undefined) [@agentsteviep](/creator/undefined) [@cliftonk](/creator/undefined) [@monkeynaught83](/creator/undefined) [@war527](/creator/undefined) [@riceforthought](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [Oracle Corporation (ORCL)](/topic/$orcl) [SM Energy Company (SM)](/topic/$sm) [ProFrac Holding Corp. (ACDC)](/topic/$acdc) [Diamondback Energy Inc (FANG)](/topic/$fang) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Devon Energy Corp (DVN)](/topic/$dvn) [Microsoft Corp. (MSFT)](/topic/$msft) [Exxon Mobil (XOM)](/topic/$xom) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Ethereum (ETH)](/topic/ethereum) [Strategy (MSTR)](/topic/$mstr) [APA Corp (US) (APA)](/topic/$apa) [Copiosa Coin (COP2)](/topic/$cop) [Oxygen (OXY)](/topic/$oxy) [Convex Finance (CVX)](/topic/$cvx) [Dogecoin (DOGE)](/topic/$doge) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/tesla) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Fartcoin (FARTCOIN)](/topic/fartcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$MTDR Good this is what you deserve for raising [----] Gods have spoken. http://capex.Energy http://capex.Energy"  
[X Link](https://x.com/TeddyGambino/status/1980990475667484695)  2025-10-22T13:31Z [----] followers, 14.5K engagements


"$RRC $GPOR $INR All [--] above need esp Range need to find a daddy"  
[X Link](https://x.com/TeddyGambino/status/1998003395903226211)  2025-12-08T12:15Z [----] followers, [----] engagements


"On deck $HPK $REPX $MTDR $PR $CHRD"  
[X Link](https://x.com/TeddyGambino/status/2000390043370955184)  2025-12-15T02:18Z [----] followers, [---] engagements


"Enervous put out spring [----] assumptions for E+Ps remaining Tier [--] Permian acreage remaining. Their assumptions are proving to be way too optimistic. They had $SM w/about 3yrs remaining. $SM peak Permian oil production Oct [----] @ 133k p/d. 108k May [----]. roughly 20% decline"  
[X Link](https://x.com/TeddyGambino/status/2002379035150520470)  2025-12-20T14:02Z [----] followers, [----] engagements


"All time low $HPK-out of Tier for past 18-24m oil production down 40% from peak. $REPX $MTDR $SM $CIVI $APA going to all put up some pretty shitty Q4 Permian numbers as well"  
[X Link](https://x.com/TeddyGambino/status/2008930166865551729)  2026-01-07T15:54Z [----] followers, [----] engagements


"Assuming $DVN + $CTRA is a go who ya got next to tango"  
[X Link](https://x.com/TeddyGambino/status/2012270489247339004)  2026-01-16T21:07Z [----] followers, 10.1K engagements


"@Jack_McClendon $MTDR likely target Or small ball $REPX"  
[X Link](https://x.com/TeddyGambino/status/2012277233306436093)  2026-01-16T21:34Z [----] followers, [---] engagements


"@chigrl I see zero scenario where $MTDR stats indie just a mater of who"  
[X Link](https://x.com/TeddyGambino/status/2012879613400088982)  2026-01-18T13:27Z [----] followers, [---] engagements


"$DXY-weekly The coming dollar wipeout is going to be my Sistine Chapel. Weak dollar theme will go on for next 10yrs at least. My gift to the world"  
[X Link](https://x.com/TeddyGambino/status/2014775878719517168)  2026-01-23T19:02Z [----] followers, [---] engagements


"Forget the near month HH its a sideshow driven by weather. The real story is the curve out thru [----] is substantial undervalued. April [----] @ $3.10 is a joke needs to be 2X that and will be"  
[X Link](https://x.com/TeddyGambino/status/2015827876856082457)  2026-01-26T16:43Z [----] followers, [----] engagements


"STOCKHOLDERS RESOUNDINGLY APPROVE SM ENERGY AND CIVITAS MERGER - PR Newswire $SM/$CIVI https://stocks.apple.com/AotG0IKGRSYGkVuwtpZGHJA https://stocks.apple.com/AotG0IKGRSYGkVuwtpZGHJA"  
[X Link](https://x.com/TeddyGambino/status/2016264223840776315)  2026-01-27T21:37Z [----] followers, [---] engagements


"$TCW I suck only hit [----] Fresh 12yr high a moment of silence for the haters + shorts. Blowing thru [--] tomorrow Blowing thru [--] tomorrow"  
[X Link](https://x.com/TeddyGambino/status/2016617473324327253)  2026-01-28T21:00Z [----] followers, [----] engagements


"Suck it tech bros+broettes"  
[X Link](https://x.com/TeddyGambino/status/2016618441365479432)  2026-01-28T21:04Z [----] followers, [----] engagements


"@variantview_X Doesnt sound like any new Digi fleets coming in 2026"  
[X Link](https://x.com/TeddyGambino/status/2016644842391060617)  2026-01-28T22:49Z [----] followers, [---] engagements


"For Trumponomics to work requires not only much lower Fed rate but whole curve lower PLUS a materially weaker $DXY. Manufacturing + housing have been in a recession for past 2yrs. Despite what Trump hopes only realistic solve for housing are much lower prices to clear inventory create affordability. Lower rates required. $DXY sub [--] to spur Trumps manufacturing boom onshoring push. Both are achievable BUT no free lunch in finance. Commodity Super Cycle will rage for next decade. That being said I dont think inflation will be an issue. Ai-automation will drive unemployment higher lower shelter"  
[X Link](https://x.com/TeddyGambino/status/2016646685959631080)  2026-01-28T22:56Z [----] followers, [----] engagements


"@variantview_X Im long $ACDC @ $6.30 likely out scaled above. $PUMP solid go but Im not into cos with identity issues. Will roll Profrac $ into more $TCW by far the best frac opportunity by a mile"  
[X Link](https://x.com/TeddyGambino/status/2016650707038875765)  2026-01-28T23:12Z [----] followers, [---] engagements


"$MSFT imploding $TSLA give up the gains cant hold its mud maybe 400X trailing not cheap $ORCL chart o death The baton will slowly be passed more like early 1979s than Y2K"  
[X Link](https://x.com/TeddyGambino/status/2016884522453799126)  2026-01-29T14:41Z [----] followers, [----] engagements


"If I were $XOM Id bid $FANG before WTI gets too much higher. Coterra and Devon near tie-up to create $60bn US shale group Deal would be the largest oil and gas merger in two years #oott https://t.co/z8YuoCLURD Coterra and Devon near tie-up to create $60bn US shale group Deal would be the largest oil and gas merger in two years #oott https://t.co/z8YuoCLURD"  
[X Link](https://x.com/TeddyGambino/status/2016954866816463353)  2026-01-29T19:21Z [----] followers, 12.5K engagements


"@Oiled_American2 Some say $COP takes a swing I dont see it. $FANG continuous w/so much $XOM in Midland basin. Does do much more than just add production"  
[X Link](https://x.com/TeddyGambino/status/2017017378932965551)  2026-01-29T23:29Z [----] followers, [---] engagements


"@Oiled_American2 Above deal gets done $CVX only real move to secure size Permian reserves is $OXY. Might have to divest some of the CO acreage to close but I dont see any other issues"  
[X Link](https://x.com/TeddyGambino/status/2017018475877732618)  2026-01-29T23:34Z [----] followers, [---] engagements


"@UndervaluedOnG Sheffield says they blow thru Tier [--] midland by [----] Delaware theyve been drilling for 10yrs after acquiring from Basseyeballing I think tier [--] gone by late [----]. Exxon is the last piece of the puzzle if Mewbourne has in fact blown their Tier [--] Permian wad"  
[X Link](https://x.com/TeddyGambino/status/2017248078080758000)  2026-01-30T14:46Z [----] followers, [---] engagements


"@mattkiu Exxon like usual is full of shit. Only way they finally hit their Permian targets was buying )PXD"  
[X Link](https://x.com/TeddyGambino/status/2017604606939783305)  2026-01-31T14:23Z [----] followers, [--] engagements


"Ive said for past year $XOM and $FANG merging is the most obvious conclusion for both. Diamondback sits on $15B debt whats the end game after Tier [--] is gone Exxon has said they wont deal just to add barrels needs to be synergies. What deal gives them size production add + lines up a lot of contiguous average Round [--] of merger mania gets rolling soon. https://twitter.com/i/web/status/2017605613975437492 https://twitter.com/i/web/status/2017605613975437492"  
[X Link](https://x.com/TeddyGambino/status/2017605613975437492)  2026-01-31T14:27Z [----] followers, [---] engagements


"All time low on Trump coin sensing the coming Dem sweep https://share.google/M3fzfffePXAvyPw2C https://share.google/M3fzfffePXAvyPw2C"  
[X Link](https://x.com/TeddyGambino/status/2017949763065229488)  2026-02-01T13:14Z [----] followers, [---] engagements


"OPEC perhaps could squeeze another 1M total max mostly from KSA. Thats it rest would be phantom barrel adds. OPEC returning oil has been a painful but necessary step to LT oil price increasing. No surprises from #Opec+ today which reconfirmed its decision to keep output steady until the end of March What it does beyond the first quarter is the big question 👀 with @Bacharelhalabi and @ncitayim https://t.co/i6HolWc18F No surprises from #Opec+ today which reconfirmed its decision to keep output steady until the end of March What it does beyond the first quarter is the big question 👀 with"  
[X Link](https://x.com/TeddyGambino/status/2017980172490674366)  2026-02-01T15:15Z [----] followers, [----] engagements


"$TCW Cambria Fd sold 1.1m - Dec out of name Schroder Fd sold 297k -Dec out of name CasteArk sold 213k-Dec OON SGA Int sold 146k-Dec OON Outside of Canoe Fds not yet much company lots of catch up to come"  
[X Link](https://x.com/TeddyGambino/status/2018021261767549224)  2026-02-01T17:58Z [----] followers, [----] engagements


"Anybody know Coterra primarily used for Frac Svcs $DVN-$CTRA Dev-Terra https://t.co/nbpw08vdu0 $DVN-$CTRA Dev-Terra https://t.co/nbpw08vdu0"  
[X Link](https://x.com/TeddyGambino/status/2018357598022418483)  2026-02-02T16:15Z [----] followers, [----] engagements


"@Reignots My $ on $CVX but $COP could hop them"  
[X Link](https://x.com/TeddyGambino/status/2018399907971793030)  2026-02-02T19:03Z [----] followers, [---] engagements


"$MSFT Cant hold its mud 26X trailing back to valuation multiples last seen in spring [----]. $ORCL Chart implosion This is how theme rotation happens tech handoff to commodities [--] general at a time will lose their religion"  
[X Link](https://x.com/TeddyGambino/status/2018694685028483440)  2026-02-03T14:34Z [----] followers, [----] engagements


"Josh Brown cnbc 1/2 time show now touting $XOM + $DVN on todays show. Gang the narrative is beginning to shift starts like a stream turns into a raging river. Very early"  
[X Link](https://x.com/TeddyGambino/status/2018746703046681008)  2026-02-03T18:01Z [----] followers, [----] engagements


"@GringoInvesting @Rytetz29 This is bigger than him its the early innings of a transition from tech/comm/crypto cycle to a commodity bull trend. If last tech melt is a guide its like early [----] another 2-2n1/2 years left of tech unwind coming"  
[X Link](https://x.com/TeddyGambino/status/2018751578308554794)  2026-02-03T18:20Z [----] followers, [---] engagements


"$TCW Fresh 12yr highs Double digits by YE"  
[X Link](https://x.com/TeddyGambino/status/2018752041900752897)  2026-02-03T18:22Z [----] followers, [----] engagements


"@Rytetz29 @GringoInvesting I dont care if on April [--] if $TCW is [--] or [--] Ill keep rolling divs to shares up to [--] cad. Energy super cycle is an infant long way to go"  
[X Link](https://x.com/TeddyGambino/status/2018755906276569167)  2026-02-03T18:38Z [----] followers, [---] engagements


"$NFLX A company who refused any size M+A trying to drop $80b on a deal Big tech claim to fame was they were asset lite have pivoted to hyperscaler driven=asset heavy for future growth Software cos imploding ai potential to wipe out some-diminish importance of many. These are the sounds of a bubble popping LT theme pivoting https://twitter.com/i/web/status/2018777000677449961 https://twitter.com/i/web/status/2018777000677449961"  
[X Link](https://x.com/TeddyGambino/status/2018777000677449961)  2026-02-03T20:01Z [----] followers, [----] engagements


"$TCW Over 2m comp vol had the flavor of new participants coming to the party majority of the vol on ECNs-ATS pop in block vol. Fresh 12yr high"  
[X Link](https://x.com/TeddyGambino/status/2018792090063581628)  2026-02-03T21:01Z [----] followers, [---] engagements


"$EOG Tier [--] gone by H2 need to make a move soon"  
[X Link](https://x.com/TeddyGambino/status/2019019229098336513)  2026-02-04T12:04Z [----] followers, 18.4K engagements


"Ive been getting DMs for past 9ms from basin guys highlighting $EOGs Del issues When the King of Lea falls its going to be felt"  
[X Link](https://x.com/TeddyGambino/status/2019028044216979533)  2026-02-04T12:39Z [----] followers, [---] engagements


"$BTC [--] more time for the simps trend line up from [----] is @ $60k well get there shortly I strongly doubt it holds"  
[X Link](https://x.com/TeddyGambino/status/2019107958559240574)  2026-02-04T17:57Z [----] followers, [---] engagements


"Hope to see this FiD H2 [----] ✉ INBOX: Cheniere Energy has filed its formal FERC application for its proposed 24-mtpa Corpus Christi LNG Stage IV expansion project More details at https://t.co/KpLD5GyPBX #LNG #ONGT #NatGas #Shale #OOTT #Houston #CCTX https://t.co/WBLgogFWNw ✉ INBOX: Cheniere Energy has filed its formal FERC application for its proposed 24-mtpa Corpus Christi LNG Stage IV expansion project More details at https://t.co/KpLD5GyPBX #LNG #ONGT #NatGas #Shale #OOTT #Houston #CCTX https://t.co/WBLgogFWNw"  
[X Link](https://x.com/TeddyGambino/status/2019126673535562113)  2026-02-04T19:11Z [----] followers, [---] engagements


"@Ipswich_Town @Rytetz29 @Agent_StevieP Strippers gotta eat"  
[X Link](https://x.com/TeddyGambino/status/2019143092675440950)  2026-02-04T20:16Z [----] followers, [---] engagements


"1 of the most brilliant minds of the past 50yrs in tech Larry Ellison decides to switch $ORCL focus from a high margin software co to a low margin data center box. Unprecedented move ask yourself why"  
[X Link](https://x.com/TeddyGambino/status/2019173575618597106)  2026-02-04T22:17Z [----] followers, [----] engagements


"@VolteFaceInvest This lunatic raised $50B yet the tweeter gurus keep saying they dont see an equity bubble. Just amazing whistling past the graveyard I guess"  
[X Link](https://x.com/TeddyGambino/status/2019249115834777847)  2026-02-05T03:17Z [----] followers, [--] engagements


"We need a Q4 $AMZN . Bomb mass capex overspend will do the trick"  
[X Link](https://x.com/TeddyGambino/status/2019427551266116042)  2026-02-05T15:07Z [----] followers, [----] engagements


"Bitchcoin cracks $67k"  
[X Link](https://x.com/TeddyGambino/status/2019431858078155165)  2026-02-05T15:24Z [----] followers, [---] engagements


"Ethereum under $2k $DOGE @ .095 Still $16b mc Long way to go in the crypto implosion"  
[X Link](https://x.com/TeddyGambino/status/2019432296227696698)  2026-02-05T15:25Z [----] followers, [---] engagements


"Source: CoinMarketCap https://share.google/i0daeLTfHYWGzHarF https://share.google/i0daeLTfHYWGzHarF"  
[X Link](https://x.com/TeddyGambino/status/2019461597379387682)  2026-02-05T17:22Z [----] followers, [---] engagements


"So says the Thanksgiving Day Turkey on his way to theater for a word w/the boss"  
[X Link](https://x.com/TeddyGambino/status/2019509344392663301)  2026-02-05T20:32Z [----] followers, [---] engagements


"$BTC What happens if no size bidders show up @ $55k - $65k Stable coins break the buck"  
[X Link](https://x.com/TeddyGambino/status/2019512297333616868)  2026-02-05T20:43Z [----] followers, [---] engagements


"What if Jane -Citadel just bum rush this motherfucker right to $40k"  
[X Link](https://x.com/TeddyGambino/status/2019512773227798683)  2026-02-05T20:45Z [----] followers, [---] engagements


"Bitcoin cracks $62k No chance I sleep tonight BITCOIN REVERSES EARLIER GAIN DOWN 1.9%; ETHER FALLS 2.4% BITCOIN REVERSES EARLIER GAIN DOWN 1.9%; ETHER FALLS 2.4%"  
[X Link](https://x.com/TeddyGambino/status/2019563501879193993)  2026-02-06T00:07Z [----] followers, [----] engagements


"$DOGE Doggie coin @ .084 does this mean it wont be the currency on Mars No building data centers on Uranus"  
[X Link](https://x.com/TeddyGambino/status/2019566839840297449)  2026-02-06T00:20Z [----] followers, [---] engagements


"Peeps equity mkts never bottom on a Thursday $BTC bounce off $60k-with no grind is too Hollywood to be real. Woman jumps off a [---] story building going to hit satellite dishes awnings balconys on the way down fade.fadefade"  
[X Link](https://x.com/TeddyGambino/status/2019751931602751948)  2026-02-06T12:36Z [----] followers, [---] engagements


"Zippy already calling a bottom in equities + crypto this morning. My fave tech bra contra-indie still flashing both go lower"  
[X Link](https://x.com/TeddyGambino/status/2019752974172434509)  2026-02-06T12:40Z [----] followers, [---] engagements


"Still too many BTFD mentality"  
[X Link](https://x.com/TeddyGambino/status/2019774769189503368)  2026-02-06T14:06Z [----] followers, [---] engagements


"A Thanksgiving Turkey whos never survived investing thru a true recession what exactly do they know about bottoming"  
[X Link](https://x.com/TeddyGambino/status/2019775238112768498)  2026-02-06T14:08Z [----] followers, [---] engagements


"$TCW Short Report A/O 1/31 +25k to 3.15m Arrogant cock suckers did not cover add small to their short position. Time to learn deez fools https://m.canadianinsider.com/node/7menu_tickersearch=TCW https://m.canadianinsider.com/node/7menu_tickersearch=TCW"  
[X Link](https://x.com/TeddyGambino/status/2019801601427316780)  2026-02-06T15:53Z [----] followers, [---] engagements


"@Booger42069 Def no thats not allowed this is some HF deuchebags who refuse to acknowledge theyve been wrong since IH deal last July. Theyll be covering in the 8s if theyre lucky"  
[X Link](https://x.com/TeddyGambino/status/2019804680554233969)  2026-02-06T16:05Z [----] followers, [--] engagements


"@Booger42069 LOL i mean. go short tech crypto garbage thats where the froth exists. As energy super cycle gets chugging. OFS avg names back to 8-10 EV/EBitda basin kings like Trican + Precision more like 11-15 saw this last cycle"  
[X Link](https://x.com/TeddyGambino/status/2019806922971766946)  2026-02-06T16:14Z [----] followers, [--] engagements


"1 more time Rs are finished come midterms. https://share.google/pklBsjaBmrATCLAcg https://share.google/pklBsjaBmrATCLAcg"  
[X Link](https://x.com/TeddyGambino/status/2019821138109518058)  2026-02-06T17:11Z [----] followers, [---] engagements


"If I can exit Profrac flat it will be the 2nd documented miracle of Trican-Jesus"  
[X Link](https://x.com/TeddyGambino/status/2019851739172835500)  2026-02-06T19:12Z [----] followers, [---] engagements


"@Ipswich_Town Low vol float swing traders wet dream energy guys not driving the action"  
[X Link](https://x.com/TeddyGambino/status/2019882389158392295)  2026-02-06T21:14Z [----] followers, [--] engagements


"U.S. Frac Spread Count Data made available by Primary Vision [---] to [---] w/w [---] y/y Another week lower 30d lag before #s show recovery https://www.aogr.com/web-exclusives/us-frac-spread-count/2026 https://www.aogr.com/web-exclusives/us-frac-spread-count/2026"  
[X Link](https://x.com/TeddyGambino/status/2019884661846233409)  2026-02-06T21:23Z [----] followers, [----] engagements


"@Ipswich_Town Its my only other long besides $TCW slipped to less than 1% of my portfolio this week. Got to replenish my stripper + booze fund before the FL weather heats up"  
[X Link](https://x.com/TeddyGambino/status/2019898197833875817)  2026-02-06T22:17Z [----] followers, [---] engagements


"$ HIMS Just another rip off bullshit retail junk pile FAFO award goes to $HIMS https://t.co/2HeAbCwjPJ FAFO award goes to $HIMS https://t.co/2HeAbCwjPJ"  
[X Link](https://x.com/TeddyGambino/status/2019901021565104142)  2026-02-06T22:28Z [----] followers, [----] engagements


"@Ipswich_Town My avg is $6.30 I suck"  
[X Link](https://x.com/TeddyGambino/status/2019938092392804435)  2026-02-07T00:55Z [----] followers, [--] engagements


"@Ipswich_Town 👍"  
[X Link](https://x.com/TeddyGambino/status/2019948469482365351)  2026-02-07T01:36Z [----] followers, [--] engagements


"@cliftonk @Citrini7 Open AI will be forced to scale back plans if $ORCL doesnt pivot soon they could be one this bubbles Nortel"  
[X Link](https://x.com/TeddyGambino/status/2020236373148696696)  2026-02-07T20:41Z [----] followers, [---] engagements


"@Rytetz29 He is Brother Ray nobody breaks down the coming malaise better than him. Writes books not for $ hes worth close to $25B legitimately trying to help people"  
[X Link](https://x.com/TeddyGambino/status/2020918628481175875)  2026-02-09T17:52Z [----] followers, [---] engagements


"@RockBtmEntries Always remember when it comes to dollar-pairs 90% of the move revolves around the USD side. Cad is Ultimate commodity currency Ottawa balance sheet is 1000x better than US debt nightmare"  
[X Link](https://x.com/TeddyGambino/status/2020923860850442725)  2026-02-09T18:12Z [----] followers, [---] engagements


"$DXY-weekly Last week. kissed prior bottom rung of the up channel. Failed. If jobs data is shitty this week + benign CP print on Fri headed much lower"  
[X Link](https://x.com/TeddyGambino/status/2020930718616924424)  2026-02-09T18:40Z [----] followers, [---] engagements


"@bunney_jack @RockBtmEntries [----] traded to around .91 not saying tom or even next year.This commodity super cycle has 10-12 yrs ahead thru par is coming $DXY is a basket case"  
[X Link](https://x.com/TeddyGambino/status/2020961655757341137)  2026-02-09T20:43Z [----] followers, [--] engagements


"Dollar crush against the backdrop of Permian growth down to Eddy County prelim indications Mewbourne has blown its Tier [--] load its all on Exxons shoulders. Dont forget the LNG buildout wave thru [----]. This is the most insane LT energy bull setup Ive ever seen. Forget the barrel counting guys got to focus on FX + shale exhaustion. https://twitter.com/i/web/status/2021226766342218124 https://twitter.com/i/web/status/2021226766342218124"  
[X Link](https://x.com/TeddyGambino/status/2021226766342218124)  2026-02-10T14:16Z [----] followers, [---] engagements


"Lots of gurus still calling for $30-$40s while energy equities have seen thru the smoke with many at/near ATHs. Piss poor processes to sit on sidelines to try and call lows"  
[X Link](https://x.com/TeddyGambino/status/2021227713856434291)  2026-02-10T14:20Z [----] followers, [---] engagements


"Josh Brown Retail traders are hip to the game Regarding software pullback Bells dont often ring at the top"  
[X Link](https://x.com/TeddyGambino/status/2021273371070054870)  2026-02-10T17:21Z [----] followers, [---] engagements


"2M comp. Vol looks like Stiffie did a cleanup block late aft. At least [--] other decent size sellers all days. Lets see if thee T-baggers show up tom morn"  
[X Link](https://x.com/TeddyGambino/status/2022059217247703224)  2026-02-12T21:24Z [----] followers, [---] engagements


"$TOST. Q4 Mkt no likey Josh Brown crushing motherfuckers in this stock"  
[X Link](https://x.com/TeddyGambino/status/2022058670528549040)  2026-02-12T21:22Z [----] followers, [---] engagements


"👇👇👇 BITCOINS $60K LEVEL SEEN AS LIQUIDATION TRIGGER Bitcoin faces a key test at $60000 with options and loans suggesting a breach could spark forced selling and sharp volatility. Deribit data shows the largest cluster of put options pays off below $60K near the 200-week moving https://t.co/aoYNFHAvlJ BITCOINS $60K LEVEL SEEN AS LIQUIDATION TRIGGER Bitcoin faces a key test at $60000 with options and loans suggesting a breach could spark forced selling and sharp volatility. Deribit data shows the largest cluster of put options pays off below $60K near the 200-week moving"  
[X Link](https://x.com/TeddyGambino/status/2022323364526690772)  2026-02-13T14:53Z [----] followers, [---] engagements


"@EnergyPeddler Cycles dont last forever those who miss this crucial point are going to stay long their beloved $MSFT while it re-rates to 10X trailing"  
[X Link](https://x.com/TeddyGambino/status/2022358980761382989)  2026-02-13T17:15Z [----] followers, [---] engagements


"$TCW. 2/4 - expect Q4 to be very active likely best of year - some tariffs paid being refunded - focusing more on sand logistics likely target of our next m+a - sustainable hopefully growing dividend - expect [----] gas prices + Frac prices going up"  
[X Link](https://x.com/TeddyGambino/status/1983579076053938506)  2025-10-29T16:57Z [----] followers, [---] engagements


"$AR Antero buys HG https://share.google/4zVxSzsdk1QgxAzst https://share.google/4zVxSzsdk1QgxAzst"  
[X Link](https://x.com/TeddyGambino/status/1998002265357946971)  2025-12-08T12:10Z [----] followers, 13.3K engagements


"$REPX Q3 roughly 20m FCF on revs of 106m. Oil $63.94 NG -($.21) NGL - ($.66) Hedges added $1.20 to oil Be lucky to be running flat for Q3. $375M debt. Better find a sugar daddy pronto. Not as bad as $HPK but not by much"  
[X Link](https://x.com/TeddyGambino/status/2001736016780988723)  2025-12-18T19:27Z [----] followers, [---] engagements


"@monkeynaught83 $FANG has to sell $OVV smart to dump Permian and buy another wcsb firm"  
[X Link](https://x.com/TeddyGambino/status/2006711360592458234)  2026-01-01T12:57Z [----] followers, [---] engagements


"@FuzzyBe02910905 @variantview_X @Rytetz29 @UnintendedCons5 @K33pFracing Cpl value names in Canada but going to be stuck in the mud until energy joins the commodity party. $ACX $SHLE I dont own either but def interesting"  
[X Link](https://x.com/TeddyGambino/status/2009248240122691729)  2026-01-08T12:58Z [----] followers, [---] engagements


"Mewbourne gross Nov Permian oil # - 253k 270k Oct 277k July was the peak. If this number holds its sayonara for Mewbourne in the Permian"  
[X Link](https://x.com/TeddyGambino/status/2013975668447498468)  2026-01-21T14:03Z [----] followers, [----] engagements


"Oil markets are going to fuck Trump Im not talking honeymoon eve lovemaking Im talking maximum security prison shower ass pounding. You have been warned"  
[X Link](https://x.com/TeddyGambino/status/2015497341030044144)  2026-01-25T18:49Z [----] followers, [----] engagements


"$MTDR I re-it 5-6 publics with Permian are going to put up absolute shit Q4s. $HPK $REPX $SM $CIVI $APA https://ca.finance.yahoo.com/news/matador-resources-increases-hedge-position-113000976.html https://ca.finance.yahoo.com/news/matador-resources-increases-hedge-position-113000976.html"  
[X Link](https://x.com/TeddyGambino/status/2016130760466440304)  2026-01-27T12:46Z [----] followers, [----] engagements


"With $SM closing $CIVI yest time to go down memory lane when this was released early [----]. Bucket of those out of Tier [--] increasing round [--] of merger mania about to restart. @TeddyGambino https://t.co/rN4D6T64ET @TeddyGambino https://t.co/rN4D6T64ET"  
[X Link](https://x.com/TeddyGambino/status/2017273927001579683)  2026-01-30T16:29Z [----] followers, [----] engagements


"$DVN-$CTRA Dev-Terra https://share.google/mydZg6RnsBEDpKtZm https://share.google/mydZg6RnsBEDpKtZm"  
[X Link](https://x.com/TeddyGambino/status/2018293648534741305)  2026-02-02T12:01Z [----] followers, [----] engagements


"@WHjohnherring That number is on a 30d lag likely gets worse the next [--] weeks before bouncing Sub $4 HH strip prolonged will see spread drops 2"  
[X Link](https://x.com/TeddyGambino/status/2018319494330900746)  2026-02-02T13:44Z [----] followers, [---] engagements


"$RES had a shit Q4 30% revs from Frac to sell $ACDC bc is not smart"  
[X Link](https://x.com/TeddyGambino/status/2018795739015791088)  2026-02-03T21:16Z [----] followers, [----] engagements


"Fund still positioned for the Covid mass human extinction Praetorian's Q4 [----] Investor Letter is here: https://t.co/Jdkm9uWkOG Follow us @praetoriancap for more updates. https://t.co/fcWwAIpTxi Praetorian's Q4 [----] Investor Letter is here: https://t.co/Jdkm9uWkOG Follow us @praetoriancap for more updates. https://t.co/fcWwAIpTxi"  
[X Link](https://x.com/TeddyGambino/status/2019208946246971790)  2026-02-05T00:38Z [----] followers, [---] engagements


"Im a firm believer in Bitcoin-crypto endgame is close to zero. However. [--] huge hole in your thesis is the yen-carry funder concept. Agree yen funding has increased due to BOJ rate hikes but if yen was a funder over past month the carry-cover should have seen 300-400 pip rips to 150-below in $/yen. Also if action out of HK was a large driver Asian hrs would have seen mega Bitcoin drops most action last weekend US hrs and sane during the week. Everyone thinks the crypto selloff is crypto-native. The real story is a TradFi entity running a multi-leg carry trade that unwound. Follow the funding"  
[X Link](https://x.com/TeddyGambino/status/2020136123486388309)  2026-02-07T14:02Z [----] followers, [----] engagements


"$/yen was on the move [--] weeks prior as world convinced BOJ-DED would launch coordinated FX intervention to strengthen the Yen. When Bessent deniedpair ripped off [---] level. From my old trade desk days Ive lived through several yen-carry unwinds during US hrs I can assure everyone didnt occur the last several weeks https://twitter.com/i/web/status/2020136990767751466 https://twitter.com/i/web/status/2020136990767751466"  
[X Link](https://x.com/TeddyGambino/status/2020136990767751466)  2026-02-07T14:06Z [----] followers, [---] engagements


"Bryn Too Much Talkington on CNbc touting Blue Owl Fundspristine loans. Last week she made comments to confirm she doesnt know what Free-cash-flow actually means. Her and Farmer Jim are painfully dumb"  
[X Link](https://x.com/TeddyGambino/status/2020911576451010647)  2026-02-09T17:24Z [----] followers, [---] engagements


"If Bitcoin goes down 90% well simply refinance our debt when it comes due Saylor is fucking bonkers"  
[X Link](https://x.com/TeddyGambino/status/2021210285004964320)  2026-02-10T13:10Z [----] followers, [---] engagements


"@ICBarrett lol Kuppy is the ult energy tourist I had the flu cpl years back stuck in bed caught him on a podcast talking his book puddle deep comprehension of energy"  
[X Link](https://x.com/TeddyGambino/status/2021222714644553963)  2026-02-10T14:00Z [----] followers, [--] engagements


"$DXY-Yearly back to [----] Look at the prior [--] dollar breaks85 pts peak-trough in 80s 50pts drop in 2000s. Commodity super cycles lined up perfectly with prior [--] breaks. This chart excites yet terrified me to whats ahead. Get long AF energy"  
[X Link](https://x.com/TeddyGambino/status/2021223716391104782)  2026-02-10T14:04Z [----] followers, [----] engagements


"@ICBarrett His 1st HF out of college closed in [----] and he didnt get back in the game for over a decade never shows those yearly returns pretty obvi it blew up"  
[X Link](https://x.com/TeddyGambino/status/2021234156684837136)  2026-02-10T14:45Z [----] followers, [--] engagements


"@ICBarrett His late [----] call for a potential mass human extinction due to Covid fine make dumb comments but part that really annoyed me was he claimed his fund was positioned for such an event where 1-2B people died. Utter rubbish"  
[X Link](https://x.com/TeddyGambino/status/2021234621149515876)  2026-02-10T14:47Z [----] followers, [--] engagements


"@cnbc Wake the fuck up US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4 the highest since [----] driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas while student-loan delinquencies hit 16.3% a record. https://t.co/yfwoNvFvWs US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4 the highest since [----] driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas while student-loan delinquencies hit 16.3% a record."  
[X Link](https://x.com/TeddyGambino/status/2021271150894952891)  2026-02-10T17:12Z [----] followers, [---] engagements


"Consumer confidence in the shitter for a reason"  
[X Link](https://x.com/TeddyGambino/status/2021271570174402738)  2026-02-10T17:14Z [----] followers, [---] engagements


"$HOOD Trades for over 9X book value when broker/dealers peak cycle MAX 3X. Buyer beware ☠"  
[X Link](https://x.com/TeddyGambino/status/2021273038390525975)  2026-02-10T17:20Z [----] followers, [---] engagements


"@GringoInvesting @EnergyPeddler @WAR527 One of the megas is going to figure out the natty-LNG oppy for the next decade beyond. $EXE is a crown jewel"  
[X Link](https://x.com/TeddyGambino/status/2021305825499701601)  2026-02-10T19:30Z [----] followers, [---] engagements


"@WAR527 @GringoInvesting @EnergyPeddler Hearing he was fired on Friday will know more soon"  
[X Link](https://x.com/TeddyGambino/status/2021391680671449418)  2026-02-11T01:11Z [----] followers, [---] engagements


"@mark_ledain @DeItaone Largest beneficiaries will be commodity related equities especially energy. Mega tech will help on the margin but they will be re-rated lower as the baton gets passed to the commodity boys. Tech had A 12yr bull run show is over"  
[X Link](https://x.com/TeddyGambino/status/2021394955231723532)  2026-02-11T01:24Z [----] followers, [--] engagements


"@riceforthought He used to be a hard money guy despised deficits/debt QE. Now hes Trumps bitch"  
[X Link](https://x.com/TeddyGambino/status/2021587824403783793)  2026-02-11T14:11Z [----] followers, [--] engagements


"Bitcoin cracks $66k Cramer says US gvt is a buyer @ $60k Lets make this muppet cry"  
[X Link](https://x.com/TeddyGambino/status/2021602520099910106)  2026-02-11T15:09Z [----] followers, [---] engagements


"@Booger42069 TSY has zero legal authority to buy Bitcoin. Bessent testified before Congress last month and affirmed the obvi. No rescue coming for the crypto bros"  
[X Link](https://x.com/TeddyGambino/status/2021608711286878683)  2026-02-11T15:34Z [----] followers, [--] engagements


"@Booger42069 Weekly Bitcoin chart looks like death warmed over. Absolute panic sets in as $55-$60k fails to hold"  
[X Link](https://x.com/TeddyGambino/status/2021609306005602757)  2026-02-11T15:36Z [----] followers, [--] engagements


"Smaller scale 2005-2011 I had to field waves of Iraqi dinar calls. Pumpers convinced retail to buy the FX huge mark up BTW to buy physical dinars bc gvt was going to massively change the dinar to $ rate. Was all based on a misinterpreted press conference fucked up the word remuneration vs revaluation. Retail got smoked some still holding. https://twitter.com/i/web/status/2021611409172275274 https://twitter.com/i/web/status/2021611409172275274"  
[X Link](https://x.com/TeddyGambino/status/2021611409172275274)  2026-02-11T15:44Z [----] followers, [---] engagements


"Cant wait for all the crack-shills to tell me I just dont get it😁"  
[X Link](https://x.com/TeddyGambino/status/2021699252146090454)  2026-02-11T21:33Z [----] followers, [---] engagements


"BREAKING NEWS Comstock announced the discovery of a world class asset in LA theyve termed it the TMS"  
[X Link](https://x.com/TeddyGambino/status/2021699823619948731)  2026-02-11T21:36Z [----] followers, [---] engagements


"@parrafincontrol 2.9% weighting in S+P 500.12-14% in 2013/14 32% in early 1980s. They are despised. Show me Trican trading [--] EV/EBITDA Thats a tad elevated nowhere close"  
[X Link](https://x.com/TeddyGambino/status/2021709532615815426)  2026-02-11T22:14Z [----] followers, [----] engagements


"$CRK Yo Jonesy I got [----] on the phone they want your asset sales to find capex strategy back. I hope SP gets its teeth kicked in tomorrow Theyre planning another year of bloated capex how exactly will this be funded Jerry Jones has a better chance winning Super Bowl next year than generating FCF in [----]. https://twitter.com/i/web/status/2021714218349736317 https://twitter.com/i/web/status/2021714218349736317"  
[X Link](https://x.com/TeddyGambino/status/2021714218349736317)  2026-02-11T22:33Z [----] followers, [----] engagements


"6 Rs were able to locate their balls. The worm is starting to turn on el Donaldo. MAJORITY OF U.S. HOUSE BACKS RESOLUTION THAT WOULD END TRUMP'S CANADA TARIFFS VOTING CONTINUES MAJORITY OF U.S. HOUSE BACKS RESOLUTION THAT WOULD END TRUMP'S CANADA TARIFFS VOTING CONTINUES"  
[X Link](https://x.com/TeddyGambino/status/2021727838844457061)  2026-02-11T23:27Z [----] followers, [---] engagements


"RT @WSJ: Heard on the Street: A major concern for investors during the AI boom is that they cant find depreciation expenses listed on the"  
[X Link](https://x.com/TeddyGambino/status/2021965200740790364)  2026-02-12T15:10Z [----] followers, [--] engagements


"Why is this pair important Its how a large chunk of the tech/ai bubble is funded. Doom loop between the 2"  
[X Link](https://x.com/TeddyGambino/status/2021997631367786520)  2026-02-12T17:19Z [----] followers, [---] engagements


"Aggressive drop below [---] blows up the Asian equity mkts. Makes for a messy spring"  
[X Link](https://x.com/TeddyGambino/status/2021997877606985784)  2026-02-12T17:20Z [----] followers, [---] engagements


"@Cameron_Poe922 Im not a registered financial advisor just manage my own $"  
[X Link](https://x.com/TeddyGambino/status/2022053705768743026)  2026-02-12T21:02Z [----] followers, [--] engagements


"U.S. Frac Spread Count Data made available by Primary Vision +8 to [---] w/w [---] y/y Bottom should be in [--] LNG projects set to ramp thru YE LNG really gets thumping 2027-2032. 1st tranche of ai-power plants coming H2. https://www.aogr.com/web-exclusives/us-frac-spread-count/2026 https://www.aogr.com/web-exclusives/us-frac-spread-count/2026"  
[X Link](https://x.com/anyuser/status/2022666194839351560)  2026-02-14T13:36Z [----] followers, [----] engagements


"$MSTR debt $1B putable 9/27 $6.4B putable [----] $800m putable [----] Another $8.4B perp-pfds Saylor is beyond fucked if Bitcoin breaks $60k and heads lower"  
[X Link](https://x.com/anyuser/status/2022682237284532653)  2026-02-14T14:39Z [----] followers, [---] engagements


"$CFW A/o short interest -351k to 3M Pretty large cover"  
[X Link](https://x.com/TeddyGambino/status/2009737338910388337)  2026-01-09T21:21Z [----] followers, [---] engagements


"$CFW On vol track for another 7-fig day crosses going up in the dark pools that aint retail. 3m shares short a/of 12/31 prob not the smartest play w/insiders owning over 50% of shares outstanding. 2M before next est ER release. Are we getting close to a divestment"  
[X Link](https://x.com/TeddyGambino/status/2011836649605337470)  2026-01-15T16:23Z [----] followers, [---] engagements


"$TCW Canoe Fds long about 12% Dimension Fds long about 3% the rest is scraps. Invesco Franklin Vanguard are gone former large holders. No US HFs Balyasny long 17% in [----]. This is not a criticism this is the OPPY knowing buysides hatred of energy esp OFS. The return will be a thunderous herd I witnessed it late 2010-2011. https://twitter.com/i/web/status/2014356668209856811 https://twitter.com/i/web/status/2014356668209856811"  
[X Link](https://x.com/TeddyGambino/status/2014356668209856811)  2026-01-22T15:17Z [----] followers, [----] engagements


"$MTDR $FANG $OXY Dont see how above [--] dont get gobbled up. @TeddyGambino https://t.co/rN4D6T64ET @TeddyGambino https://t.co/rN4D6T64ET"  
[X Link](https://x.com/TeddyGambino/status/2018305581358924219)  2026-02-02T12:48Z [----] followers, [----] engagements


"$CFW 640k print cross on Omega @ [----] Somebody keeps building"  
[X Link](https://x.com/TeddyGambino/status/2019137886881477018)  2026-02-04T19:56Z [----] followers, [---] engagements


"$CFW New CEO https://ca.finance.yahoo.com/news/calfrac-well-services-ltd-announces-110000507.html https://ca.finance.yahoo.com/news/calfrac-well-services-ltd-announces-110000507.html"  
[X Link](https://x.com/TeddyGambino/status/2019406247775080496)  2026-02-05T13:42Z [----] followers, [---] engagements


"@Ipswich_Town Oil + gas stay constructive can easily rip to 7-7.50 before their Q4 print hope to be gone soon wish them well but Trican a far superior upside sleep easier"  
[X Link](https://x.com/TeddyGambino/status/2019882265300643957)  2026-02-06T21:13Z [----] followers, [---] engagements


"$CFW You cant tell me something not going on at Calfrac"  
[X Link](https://x.com/TeddyGambino/status/2020897795813597568)  2026-02-09T16:29Z [----] followers, [----] engagements


"$BP still a basket case Shell is dying for reserves still think a deal eventually happens. BP shares down -4.7% as of 10:56am local time. Board suspend the share buyback and will fully allocate excess cash to accelerate strengthening of the balance sheet. And guidance for shareholder distributions to be in the range of 30-40% of operating cash flow is "now retired'. https://t.co/vPqeCaXOIk BP shares down -4.7% as of 10:56am local time. Board suspend the share buyback and will fully allocate excess cash to accelerate strengthening of the balance sheet. And guidance for shareholder"  
[X Link](https://x.com/TeddyGambino/status/2021206469945729070)  2026-02-10T12:55Z [----] followers, [----] engagements


"Let the $DXY be your guide inflation is falling hard Fed will start cutting after J-POW gone. But Donnie is going to squirm like a stuck pig over much higher oil prices Oil markets are going to fuck Trump Im not talking honeymoon eve lovemaking Im talking maximum security prison shower ass pounding. You have been warned. Oil markets are going to fuck Trump Im not talking honeymoon eve lovemaking Im talking maximum security prison shower ass pounding. You have been warned"  
[X Link](https://x.com/TeddyGambino/status/2021732968729854436)  2026-02-11T23:47Z [----] followers, [----] engagements


"RT @FordWealth: 👇 "Watching @saylor Blow up would be epic maybe a little systemic. But there is a history of arrogance that gets destroy"  
[X Link](https://x.com/TeddyGambino/status/2021750985388154936)  2026-02-12T00:59Z [----] followers, [--] engagements


"RT @FordWealth: $MSTR @BTC Phase [--] @PauloMacro"  
[X Link](https://x.com/TeddyGambino/status/2021751024558457097)  2026-02-12T00:59Z [----] followers, [--] engagements


"RT @uselinkinv: $XLK / $XLE 1W; After [--] decades with out outperformance the #tech sector is now looking at the (potential) biggest breakd"  
[X Link](https://x.com/TeddyGambino/status/2021758422547378678)  2026-02-12T01:29Z [----] followers, [--] engagements


"RT @tsxman: $PD.TO says Canadian drilling season to be busier then last year. Says they're seeing very strong customer demand in the US for"  
[X Link](https://x.com/TeddyGambino/status/2021929430520652241)  2026-02-12T12:48Z [----] followers, [--] engagements


"Just amazing $PLTR a complete house of cards not ai destined to be a $5 stock. 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful partners. Few https://t.co/PZ0S1FNroB 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive"  
[X Link](https://x.com/TeddyGambino/status/2021949603948757471)  2026-02-12T14:08Z [----] followers, [----] engagements


"RT @yieldsearcher: The initial Jan [----] NFP was +143K; now -48K. Not sure why folks take offense at others thinking the NFP is garbage. Th"  
[X Link](https://x.com/TeddyGambino/status/2021954391540916335)  2026-02-12T14:27Z [----] followers, [--] engagements


"@John_S_Pierce SP down .03 yest was quite orderly buyers showed up. Traded 2.5M This is how the game is played some more interested in ST protect profits vs buying in to LT cycles"  
[X Link](https://x.com/TeddyGambino/status/2021960282755695076)  2026-02-12T14:51Z [----] followers, [--] engagements


"RT @EconguyRosie: The year-over-year trend in nonfarm payrolls even with the dubious headline yesterday is running at a grand total of +0"  
[X Link](https://x.com/TeddyGambino/status/2021962588226236667)  2026-02-12T15:00Z [----] followers, [--] engagements


"RT @MacroEdgeRes: Salesforce lays off nearly [----] employees in early [----] ahead of Q4 earnings report #MacroEdge"  
[X Link](https://x.com/TeddyGambino/status/2021966856744264169)  2026-02-12T15:17Z [----] followers, [---] engagements


"@Ipswich_Town @John_S_Pierce I cant foresee selling before [----] at earliest. Persistent anon buyers today based on my pokes sounds like cleanup bid lives at 7"  
[X Link](https://x.com/TeddyGambino/status/2021968228847583383)  2026-02-12T15:22Z [----] followers, [--] engagements


"@Cameron_Poe922 All I can share is what Im long Ive been 100% energy since [----] have t owned a tech stock since 2002"  
[X Link](https://x.com/TeddyGambino/status/2022287900600053946)  2026-02-13T12:33Z [----] followers, [--] engagements


"@Rytetz29 Fed cuts [---] bps this year UST rates break hard lower. Sayonara $DXY"  
[X Link](https://x.com/TeddyGambino/status/2022309598946906517)  2026-02-13T13:59Z [----] followers, [--] engagements


"@Rytetz29 Peters is another top notch desk for execution. Ill leave out the dumpster desks"  
[X Link](https://x.com/TeddyGambino/status/2022325503563116724)  2026-02-13T15:02Z [----] followers, [--] engagements


"@Wigsy6 @yieldsearcher Cant be looked at for truth cpi is narrative control Trump will cook it sub 2% to get Fed rate to 1-1.5%. Enjoy the ride"  
[X Link](https://x.com/TeddyGambino/status/2022340515916607823)  2026-02-13T16:02Z [----] followers, [--] engagements


"@Rytetz29 They need to embrace the $CNX methodology take the FCF and buyback stock-reduce debt. No debt min maintenance capex only"  
[X Link](https://x.com/TeddyGambino/status/2008938122088735188)  2026-01-07T16:25Z [----] followers, [---] engagements


"@Rytetz29 @Agent_StevieP Hoping for a further rip in $ACDC so I can exit stage left restock my booze+stripper fund buy more $TCW"  
[X Link](https://x.com/TeddyGambino/status/2019139694622343187)  2026-02-04T20:03Z [----] followers, [---] engagements


"Avg Trican short is down about 40-45% didnt cover much post IH announces Invest accordingly doesnt include divs + borrow costs"  
[X Link](https://x.com/TeddyGambino/status/2019828622673183225)  2026-02-06T17:40Z [----] followers, [---] engagements


"$ACDC Please release me let me go .60 cent away keep hope alive https://share.google/gUL5GsnvJ9K2voJjW https://share.google/gUL5GsnvJ9K2voJjW"  
[X Link](https://x.com/TeddyGambino/status/2021593311941706121)  2026-02-11T14:32Z [----] followers, [---] engagements


"Jan [----] Challenger Gray Report https://share.google/GpcYWwcSlp7yIQiHf https://share.google/GpcYWwcSlp7yIQiHf"  
[X Link](https://x.com/TeddyGambino/status/2021778413275516933)  2026-02-12T02:48Z [----] followers, [---] engagements


"RT @lowstrife: "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich""  
[X Link](https://x.com/TeddyGambino/status/2021954200595566709)  2026-02-12T14:27Z [----] followers, [--] engagements


"RT @mark_dow: "I give you the upside you have no downside and I pay you a dividend while you wait to get rich" -- also Bernie Madoff If"  
[X Link](https://x.com/TeddyGambino/status/2021954276403322945)  2026-02-12T14:27Z [----] followers, [--] engagements


"Anybody looking for a block 1-800-Stiffie Sold 7-fig yestcame out firing early offer pegged Id imagine they have a like amount"  
[X Link](https://x.com/TeddyGambino/status/2021957082887729448)  2026-02-12T14:38Z [----] followers, [---] engagements


"RT @RealJimChanos: Wait till they discover the wonders of Construction in Process deferral accounting @JonathanWeil"  
[X Link](https://x.com/TeddyGambino/status/2021965219409670474)  2026-02-12T15:10Z [----] followers, [--] engagements


"Retail long this hunk of shit deserve to lose it all"  
[X Link](https://x.com/TeddyGambino/status/2021966564140965948)  2026-02-12T15:16Z [----] followers, [---] engagements


"@turb0kat @GringoInvesting -66m cash flow for the Q the asset sale saves their ass for [----]. Better pray HH over $5 into 27"  
[X Link](https://x.com/TeddyGambino/status/2021996546775298306)  2026-02-12T17:15Z [----] followers, [--] engagements


"$ACDC. Long @ $6.30 Ideally I can exit before $TCW 2/18 ER love to add more shares before print a stack in case of any problems"  
[X Link](https://x.com/TeddyGambino/status/2019824699598115265)  2026-02-06T17:25Z [----] followers, [----] engagements


"Trump coin still collapsing. https://share.google/PQdkOTXN554ABoLtg https://share.google/PQdkOTXN554ABoLtg"  
[X Link](https://x.com/TeddyGambino/status/2020555262076080560)  2026-02-08T17:48Z [----] followers, [---] engagements


"Sleep on the wisdom of Ray Dalio at your peril. Hes a former exchange floor monkey who built out a hedge fund empire from nothing no mommy+daddy $. One of the few HF guys I put in the investing God category. Ray has been adamant for years only solve for US gvt is to massively devalue $DXY QE returns to chip away at debt. 10yr minimum weak dollar cycle = Commodity Super Cycle. Its already well underway. https://twitter.com/i/web/status/2020915825566232725 https://twitter.com/i/web/status/2020915825566232725"  
[X Link](https://x.com/TeddyGambino/status/2020915825566232725)  2026-02-09T17:40Z [----] followers, [----] engagements


"$TCW 2.5M comp vol Stiffie+ CIBC size sellers all day 400k X on the bell @ [----] Cibc To be expected going into Q4 let it play"  
[X Link](https://x.com/TeddyGambino/status/2021696313541136728)  2026-02-11T21:22Z [----] followers, [---] engagements


"RT @gnoble79: I've been saying it for months: The AI hype will die. And I'm watching it happen in real time. Let me tell you something ab"  
[X Link](https://x.com/TeddyGambino/status/2021930188683063759)  2026-02-12T12:51Z [----] followers, [---] engagements


"$TCW Stiffie back on the offer more for sale.looking for a cleanup print"  
[X Link](https://x.com/TeddyGambino/status/2021955256876515784)  2026-02-12T14:31Z [----] followers, [---] engagements


"Dam breaking on the Reddit-RERE bullshit stocks. $PLTR $ASTS $OPEN $CVNA $OKLO"  
[X Link](https://x.com/TeddyGambino/status/2021978923085791655)  2026-02-12T16:05Z [----] followers, [----] engagements


"Appears Stiffie is gone selling will watch for a re-load and def could return tom for more. Will be watching. Traded 1.6m comp vol"  
[X Link](https://x.com/TeddyGambino/status/2022021924260655484)  2026-02-12T18:56Z [----] followers, [---] engagements


"Bitcoin last [--] day breakdown on meh vol along with/most other crypto is a really bad sign. Bitcoin retest of $60k is a dunk shot risk is tripping thru another level of deleveraging making a run @ $40k much more likely. Bitcoin miners all go bust if prices stay sub $90k"  
[X Link](https://x.com/TeddyGambino/status/2022034896454398266)  2026-02-12T19:47Z [----] followers, [---] engagements


"95% of those on the buyside today werent there for the [----] tech bubble pop. They cant see the bubble bc experiencing it and reading about it [--] vastly different things. The Internet was talked about exact same way as ai is today. Peak tech-crypto/bro bullshit levels have been breached bubble bursting"  
[X Link](https://x.com/TeddyGambino/status/2022043734041669851)  2026-02-12T20:22Z [----] followers, [---] engagements


"@parisbiker When $60k doesnt hold going to see apocalyptic levels of forced crypto liqd"  
[X Link](https://x.com/TeddyGambino/status/2022046168495403499)  2026-02-12T20:32Z [----] followers, [--] engagements


"👇👇👇 🚨 BREAKING SATOSHI ERA WHALE JUST SOLD ALL HIS BITCOIN AFTER [--] YEARS OF HODLING. HE'D BEEN ACCUMULATING SINCE [----] BUT TODAY DUMPED [----] $BTC WORTH OVER $200 MILLION. THIS DOESNT LOOK GOOD FOR BITCOIN. https://t.co/HQs1hhdDkH 🚨 BREAKING SATOSHI ERA WHALE JUST SOLD ALL HIS BITCOIN AFTER [--] YEARS OF HODLING. HE'D BEEN ACCUMULATING SINCE [----] BUT TODAY DUMPED [----] $BTC WORTH OVER $200 MILLION. THIS DOESNT LOOK GOOD FOR BITCOIN. https://t.co/HQs1hhdDkH"  
[X Link](https://x.com/TeddyGambino/status/2022057306650030488)  2026-02-12T21:16Z [----] followers, [----] engagements


"After-mkt earnings ex $AMAT are another shit storm. Friday going to be bloody"  
[X Link](https://x.com/TeddyGambino/status/2022057544303481093)  2026-02-12T21:17Z [----] followers, [---] engagements


"@Rytetz29 Its fine all good somebody lightening up going into the print Stiffie executed very well yest + today. $PD had a solid Q4 [----] capex a bit high but got to consolidate the recent moves"  
[X Link](https://x.com/TeddyGambino/status/2022061097881092188)  2026-02-12T21:31Z [----] followers, [---] engagements


"$TCW Stiffie not a seller after [--] days as the axe good sign looks like someone just trimming pre Q4"  
[X Link](https://x.com/TeddyGambino/status/2022320079547900191)  2026-02-13T14:40Z [----] followers, [---] engagements


"@Rytetz29 I try and be fair call it straight. Stifel desk did an exceptional job last [--] days distributing the stock. Even found the cleanup block. Buyside would be wise to use them more some other desks just puke orders in the algo and fall asleep"  
[X Link](https://x.com/TeddyGambino/status/2022324664454819940)  2026-02-13T14:59Z [----] followers, [--] engagements


"Energy has entered the supercycle multiple re-rates happening. What sense does $AAPL make trading 35X trailing for mid single digit growth company at best Bottom last cycle sub 10X trailing. $MSFT should never have traded 40X trailing for a dull utility-like co its being re-rate lower ult much lower. ☀setting on the tech bros was a long 12yrs. https://twitter.com/i/web/status/2022343367040827862 https://twitter.com/i/web/status/2022343367040827862"  
[X Link](https://x.com/TeddyGambino/status/2022343367040827862)  2026-02-13T16:13Z [----] followers, [----] engagements


"@BDEPardell Chart o death"  
[X Link](https://x.com/TeddyGambino/status/2022359083425435788)  2026-02-13T17:15Z [----] followers, [--] engagements


"@NiceQuarterGuys @EnergyPeddler WTI was $15 at the start of last commodity super cycle in [----] whats your point"  
[X Link](https://x.com/TeddyGambino/status/2022359328091714007)  2026-02-13T17:16Z [----] followers, [---] engagements


"I dont call absolute tops I call ranges. Ex I gave you in May [----] -US oil peak of 13.3M-14.3m that has held. There are no more handjobs Jensen Elon Altman can give on ai that hasnt been promised. If this aint peak AI Ill be shocked. Hyperscaler #s are non-gaap garbage not accounting for extended depreciation scheduled CIPs and capex bloat. On a FCF they are awful This isnt the fiber [--] shot buildout of last cycle $NVDA has a new chip p/y. This capex dance doesnt end until the whole thing blows the fuck up. Heres how it ends. Hyperscaler $ORCL or OpenAI announces they will be delaying projects"  
[X Link](https://x.com/TeddyGambino/status/2022393104645357915)  2026-02-13T19:31Z [----] followers, [---] engagements


"@EnergyPeddler Tech cycles generally last 7/8yrs this one has gone [--] last [--] full on bubble. I urge everyone to read about the past bubbles from Tulip Mania-railroad/steam-radio/autos-Internet. Its never different this time This tech-crypto 🐖 is going to get slaughtered"  
[X Link](https://x.com/TeddyGambino/status/2022394974558736607)  2026-02-13T19:38Z [----] followers, [---] engagements


"Not a peep about weakening dollar impact on oil to date and future. World about to learn a very painful lesson. https://www.reuters.com/business/energy/opec-leans-towards-resumption-oil-output-increases-april-sources-say-2026-02-13/ https://www.reuters.com/business/energy/opec-leans-towards-resumption-oil-output-increases-april-sources-say-2026-02-13/"  
[X Link](https://x.com/anyuser/status/2022468230120652855)  2026-02-14T00:29Z [----] followers, [---] engagements


"Hugh is a sad cautionary tale of what happens to a mans brain when stimulated with far too much drugs + booze esp hallucinogens. Hugh railed for years against crypto Raoul finally broke him. INVESTING LEGEND HUGH HENDRY JUST SAID HE IS SELLING HIS HOUSE TO BUY $10 MILLION OF BITCOIN IT'S GOING TO $1000000 🚀 https://t.co/GhwirS8Ya8 INVESTING LEGEND HUGH HENDRY JUST SAID HE IS SELLING HIS HOUSE TO BUY $10 MILLION OF BITCOIN IT'S GOING TO $1000000 🚀 https://t.co/GhwirS8Ya8"  
[X Link](https://x.com/anyuser/status/2022691953465249841)  2026-02-14T15:18Z [----] followers, [----] engagements


"This rant was from near Bitcoin highs. Hes drunk with Bitcoin juice"  
[X Link](https://x.com/anyuser/status/2022694051787739534)  2026-02-14T15:26Z [----] followers, [---] engagements


"@BigIdeasCapital He was anti-crypto up till a Cpl years ago. Hes tight with Raoul Pal total bitcoin maxi-padder"  
[X Link](https://x.com/TeddyGambino/status/2022742729386856789)  2026-02-14T18:40Z [----] followers, [--] engagements


"$TCW bot 100k@.904 long 3000000@.8875 cad. Done buying full position is on"  
[X Link](https://x.com/anyuser/status/1286372359654473728)  2020-07-23T18:47Z [----] followers, [--] engagements


"Wendy's is shrinking its US footprint by hundreds of locations as the burger chain struggles with declining sales and profitability. https://bit.ly/4tzwSSb https://bit.ly/4tzwSSb"  
[X Link](https://x.com/anyuser/status/2022341623422631995)  2026-02-13T16:06Z 4.1M followers, [----] engagements


"🚨 BREAKING CHINA DUMPED $638 BILLION IN US TREASURY HOLDINGS. NOW THEY HOLD ONLY $683 BILLION - THE LOWEST SINCE [----]. MEANWHILE CHINA'S GOLD RESERVES HAVE PUMPED FOR [--] MONTHS IN A ROW TO $370 BILLION - A NEW HIGH. THEY'RE EXITING THE SYSTEM"  
[X Link](https://x.com/anyuser/status/2022716155262025809)  2026-02-14T16:54Z 290K followers, 203.1K engagements


"⚠The US stock market is falling on renewed AI fears It started with software then moved to private credit insurance brokers financials real estate services and logistics. The "AI Scare Trade" is spreading and crushing stocks across the board.👇 https://globalmarketsinvestor.beehiiv.com/p/us-stock-market-is-falling-on-renewed-ai-fears https://globalmarketsinvestor.beehiiv.com/p/us-stock-market-is-falling-on-renewed-ai-fears"  
[X Link](https://x.com/anyuser/status/2022733829543231524)  2026-02-14T18:05Z 74.9K followers, [----] engagements


"i've been cynical on open source ai for the last [--] years and it's not been a popular view. people want to hear that open source is catching up that some underdog team found this One Weird Trick to outperform gpt5. Kimi K2.5 didnt even beat GPT [---] in the end. @DeepSeek_ai v4 next week is probably the moment I really change my stance for the first time. Hearing that the Chinese labs leak like a sieve (do you know which culture loves gossip more than Americans that's right) and all the other Tigers duly lined up to have their [--] seconds this week. (almost) everything is out now and the stage is"  
[X Link](https://x.com/anyuser/status/2022558881109663768)  2026-02-14T06:29Z 142.7K followers, 200.8K engagements


"RT @kimmonismus: This is big news: DeepSeek v4 will be released next week (likely Monday). And it's supposedly the first model that doesn't"  
[X Link](https://x.com/anyuser/status/2022749424342987211)  2026-02-14T19:06Z [----] followers, [--] engagements


"This is big news: DeepSeek v4 will be released next week (likely Monday). And it's supposedly the first model that doesn't lag behind closed-source frontier models but is either on par or even surpasses them. Next week is going to be very very exciting i've been cynical on open source ai for the last [--] years and it's not been a popular view. people want to hear that open source is catching up that some underdog team found this One Weird Trick to outperform gpt5. Kimi K2.5 didnt even beat GPT [---] in the end. @DeepSeek_ai v4 i've been cynical on open source ai for the last [--] years and it's not"  
[X Link](https://x.com/anyuser/status/2022622346582892594)  2026-02-14T10:42Z 103.4K followers, 147K engagements


"RT @markoinny: Like any tech this will be the outcome. It will be optimized recoded and we will discover the same can be done with 10x le"  
[X Link](https://x.com/anyuser/status/2022746531963572351)  2026-02-14T18:55Z [----] followers, [--] engagements


"Like any tech this will be the outcome. It will be optimized recoded and we will discover the same can be done with 10x less memory compute or energy. Bulk of Capex will turn out to be a stock/GDP boosting scheme pushed by Trump on that CEO dinner. https://x.com/Mayhem4Markets/status/2022699218989695124s=20 This is a big deal. The DeepSeek [---] moment continues with a grand reveal from the big whale themselves as early as Monday. An open weight model that likely is on par with the proprietary frontier models. This further calls into question: 1) AI CapEx spending w/ RoI that is"  
[X Link](https://x.com/anyuser/status/2022736116626133034)  2026-02-14T18:14Z 56.8K followers, 57K engagements


"This is a big deal. The DeepSeek [---] moment continues with a grand reveal from the big whale themselves as early as Monday. An open weight model that likely is on par with the proprietary frontier models. This further calls into question: 1) AI CapEx spending w/ RoI that is lagging (if it exists at all) 2) How much hardware and power will ultimately be needed if we can do the same or similar with a lot less 3) Why Western AI labs aren't doing more collaborative research This is upending the GenAI narrative. We're no longer in the era of winning through scale. It's about density of"  
[X Link](https://x.com/anyuser/status/2022699218989695124)  2026-02-14T15:47Z 252K followers, 83.3K engagements


"RT @Mayhem4Markets: This is a big deal. The DeepSeek [---] moment continues with a grand reveal from the big whale themselves as early as Mo"  
[X Link](https://x.com/anyuser/status/2022746445862826026)  2026-02-14T18:55Z [----] followers, [--] engagements


"RT @FoamOnTheRunway: Blue skies for oil services"  
[X Link](https://x.com/anyuser/status/2022745754692128794)  2026-02-14T18:52Z [----] followers, [--] engagements


"Blue skies for oil services $OIH fresh highs back to late [----] back above a major congestion zone. Energy service stocks are surging. @stockcharts https://t.co/YA5br9vtxF $OIH fresh highs back to late [----] back above a major congestion zone. Energy service stocks are surging. @stockcharts https://t.co/YA5br9vtxF"  
[X Link](https://x.com/anyuser/status/2022719264374034553)  2026-02-14T17:07Z [----] followers, [----] engagements


"$OIH fresh highs back to late [----] back above a major congestion zone. Energy service stocks are surging. @stockcharts"  
[X Link](https://x.com/anyuser/status/2022695200972296486)  2026-02-14T15:31Z 69.1K followers, [----] engagements


"👇 % Below All-Time High S&P 500: -2% Apple: -9% Nvidia: -12% Google: -12% Gold: -13% Tesla: -17% Meta: -19% Amazon: -23% Microsoft: -27% Palantir: -38% Netflix: -44% Bitcoin: -49% Ethereum: -61% Coinbase: -68% MicroStrategy: -77% Fartcoin: -93% Trump Coin: -96% Melania Coin: -99% % Below All-Time High S&P 500: -2% Apple: -9% Nvidia: -12% Google: -12% Gold: -13% Tesla: -17% Meta: -19% Amazon: -23% Microsoft: -27% Palantir: -38% Netflix: -44% Bitcoin: -49% Ethereum: -61% Coinbase: -68% MicroStrategy: -77% Fartcoin: -93% Trump Coin: -96% Melania Coin: -99%"  
[X Link](https://x.com/anyuser/status/2022743201560285429)  2026-02-14T18:42Z [----] followers, [---] engagements


"% Below All-Time High S&P 500: -2% Apple: -9% Nvidia: -12% Google: -12% Gold: -13% Tesla: -17% Meta: -19% Amazon: -23% Microsoft: -27% Palantir: -38% Netflix: -44% Bitcoin: -49% Ethereum: -61% Coinbase: -68% MicroStrategy: -77% Fartcoin: -93% Trump Coin: -96% Melania Coin: -99%"  
[X Link](https://x.com/anyuser/status/2022315377414304101)  2026-02-13T14:22Z 732.7K followers, 476.9K engagements


"RT @Convertbond: Mag7 free cash flow is in free fall. These guys bought back $1.1T of stock in recent years dramatically supporting $QQQ N"  
[X Link](https://x.com/anyuser/status/2022743084237201842)  2026-02-14T18:41Z [----] followers, [--] engagements


"Mag7 free cash flow is in free fall. These guys bought back $1.1T of stock in recent years dramatically supporting $QQQ Nasdaq [---] that game is over. [----] AI Power - Infrastructure Nuclear $URNM +26% Copper $COPX +22% Natural Gas $FCG +14% Industrials $XLI +12% AI Cash Burn Mag7 $MAGS -6% Tech $QQQ -2% *Free cash flow Mag [--] ORCL 2026; $70B 2025: $200B 2024: $240B 2023: $250B Bloomberg FA function data [----] AI Power - Infrastructure Nuclear $URNM +26% Copper $COPX +22% Natural Gas $FCG +14% Industrials $XLI +12% AI Cash Burn Mag7 $MAGS -6% Tech $QQQ -2% *Free cash flow Mag [--] ORCL 2026; $70B"  
[X Link](https://x.com/anyuser/status/2022637775317799406)  2026-02-14T11:43Z 142.3K followers, 34.3K engagements

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